See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,346 | $102,317+67.5% | $146,958+16.6% | $80,856+111.9% |
| Participation rate | 69.1% | 75.8%-6.7pp | 82.2%-13.1pp | 67.6%+1.5pp |
| Annual return | 14.75% | 134.76%-120.0pp | 418.34%-403.6pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,662 | $3,713-55.2% | $4,933-66.3% | $2,755-39.7% |
| Participant deferral / active EE | $11,203 | $6,644+68.6% | $8,070+38.8% | $4,296+160.8% |
| Admin fee / account holder | $3,240 | $7,941-59.2% | $12,998-75.1% | $6,918-53.2% |